Trusts, Estates & Probate

Podcast

Beneficiaries: The Good, The Bad, and The Ugly

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Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hours 2 minutes
Ann O
With Ann M. O'Hara from Dale & Eke, P.C.
Recorded August 26, 2024
Product ID 99081

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Overview

A Frank Discussion Regarding Beneficiaries for Estate Planning Attorneys

Every experienced estate planning attorney knows beneficiaries are much more than just names in the correct document fields. In this engaging podcast-style course, we delve into the multifaceted world of estate planning, focusing on the dynamics between attorneys and beneficiaries. From success stories to cautionary tales, we explore the nuances, challenges, and practical considerations that arise in this field. Don't wait - register today!

  • Understand the importance of transparency and documentation.
  • Learn about your duty to manage assets.
  • Examine Letters of Instruction and whether you should utilize them.
  • Analyze difficult beneficiaries.
  • Discuss often-overlooked beneficiary designations.
  • Explore planning for beneficiaries that have disabilities.

Abbreviated Agenda

  1. Types of Beneficiaries and Their Rights
  2. Importance of Transparency
    1. Review Existing Beneficiary Designations
    2. Update Designations as Needed
    3. Always Appropriately Document Grantor's Intentions
  3. Duty to Manage Assets
  4. Considering a Letter of Instruction
  5. Difficult Beneficiaries: Problems, Conflicts, and Resolution Options
  6. Choice of Beneficiaries: The Beneficiaries Nobody Thinks About
  7. Planning for Beneficiaries With Disabilities

Related Topics

Product ID 99081

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
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CLE

Agenda

All times are shown in

  1. Beneficiaries: The Good, The Bad, and The Ugly

    1. Types of Beneficiaries and Their Rights
    2. Importance of Transparency
      1. Review Existing Beneficiary Designations
      2. Update Designations as Needed
      3. Always Appropriately Document Grantor's Intentions
    3. Duty to Manage Assets
    4. Considering a Letter of Instruction
    5. Difficult Beneficiaries: Problems, Conflicts, and Resolution Options
    6. Choice of Beneficiaries: The Beneficiaries Nobody Thinks About
    7. Planning for Beneficiaries With Disabilities

Who Should Attend

This program is for attorneys. Paralegals, office managers, and other legal professionals may also benefit.

Speakers

Ann M O'Hara
Ann M.
O'Hara
Dale & Eke, P.C.
Speaker bio
Ann M O'Hara

Ann M. O'Hara

Dale & Eke, P.C.
Ann O'Hara

is an attorney with Dale & Eke, P.C. in Indianapolis. She currently practices in the areas of employee benefits, estate planning and probate, and trust administration. Ms. O'Hara served as an adjunct professor in individual federal taxation at the Kelley School of Business, Indiana University, and has lectured on federal estate and gift taxes issues. While completing her law degree, she was a tax analyst for the Indiana Inheritance Tax Division of the Indiana Department of Revenue, and also served as director of the Corporations Division of the Indiana Secretary of State's Office. Ms. O'Hara earned her B.S. degree in finance, summa cum laude, from St. Joseph's College and her J.D. degree from Indiana University Robert H. McKinney School of Law.

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